Accountants
Give your team less admin and more time for client work
NX365 helps accountants replace Excel-based tracking and manual admin with structured records, automated workflows and faster document generation.
Problems we solve
Make simple processes faster than they need to be
Accounting firms juggle a lot at once — which makes simple processes slower than they should be. NX365 brings it together.
- ✕ Emails
- ✕ Files
- ✕ Recurring tasks
- ✕ Spreadsheets
- ✕ Notes and manual follow-up
Benefits
How NX365 helps accountants
01
One workflow
Bring emails, files, meetings and tasks into one structured workflow.
02
Auto follow-ups
Create follow-ups automatically.
03
Letters from templates
Generate letters and standard documents from templates.
04
Less re-keying
Reduce re-keying and duplicated admin.
05
Faster turnaround
Improve turnaround time and internal consistency.
06
Practical AI
AI adoption without enterprise complexity.
Security & governance
More control over data and process
- ✓ Structured records instead of disconnected files
- ✓ Governance built into the service
- ✓ Monitoring and support included
- ✓ Practical AI adoption without enterprise complexity